Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, IVE, IUSB, DYNF, IVV, and represent 12.05% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: CORO (+$101M), IVV (+$96M), IDEF (+$58M), GOVT (+$29M), IVW (+$28M), IVE (+$23M), IUSB (+$19M), XMVM (+$18M), BIL (+$16M), EFG (+$15M).
Started 168 new stock positions in EOG, STRV, IDEF, IGIB, SLVR, FCFS, DBA, COTY, QDPL, NTAP.
Reduced shares in these 10 stocks: OEF (-$116M), ITA (-$36M), IEMG (-$34M), DYNF (-$31M), SLV (-$26M), GLD (-$25M), BINC (-$21M), SMLF (-$18M), IAU (-$17M), XMHQ (-$17M).
Sold out of its positions in PPLT, PALL, AFRM, ABTC, BALL, BBBS, CMS, CVNA, CMG, CLSK.
Foundations Investment Advisors was a net buyer of stock by $562M.
Foundations Investment Advisors has $8.1B in assets under management (AUM), dropping by 5.77%.
Central Index Key (CIK): 0001743404

Tip: Access up to 7 years of quarterly data

Positions held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 1153 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Foundations Investment Advisors has 1153 total positions. Only the first 250 positions are shown.

Sign up to view all of the Foundations Investment Advisors March 31, 2026 positions
Download the Foundations Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$258M	+12%	2.3M	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.9	$235M	+10%	1.1M	211.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.2	$174M	+12%	3.8M	46.19	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.9	$157M	-16%	2.7M	58.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$149M	+181%	229k	653.21	View chart
NVIDIA Corporation (NVDA)	1.8	$147M	+9%	842k	174.40	View chart
Ishares Tr Eafe Value Etf (EFV)	1.8	$146M	+8%	2.0M	74.35	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.7	$140M	+7%	1.3M	110.86	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.7	$137M	+2%	416k	328.66	View chart
Two Rds Shared Tr Anfield Enhanced (AEMS)	1.5	$125M	+8%	13M	10.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$115M	+11%	598k	191.80	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$115M	-22%	1.6M	69.75	View chart
Apple (AAPL)	1.4	$112M	+5%	442k	253.79	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$106M	+9%	440k	239.99	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.3	$101M	NEW	3.2M	32.15	View chart
Ciena Corp Com New (CIEN)	1.2	$100M		257k	388.23	View chart
Spdr Series Trust State Street Spd (BIL)	1.2	$99M	+18%	1.1M	91.64	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.1	$90M	+15%	5.4M	16.73	View chart
Microsoft Corporation (MSFT)	1.1	$89M	+17%	240k	370.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$88M	-11%	135k	650.34	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$86M	-22%	200k	430.29	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.0	$80M	+13%	2.4M	32.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$77M	+8%	267k	287.56	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.9	$72M	+11%	600k	120.60	View chart
Citigroup Com New (C)	0.9	$70M	+9%	618k	113.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$69M	-18%	119k	577.18	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.8	$67M	+11%	1.9M	36.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.8	$67M	+6%	266k	250.58	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	0.8	$65M	-10%	2.5M	26.00	View chart
Amazon (AMZN)	0.8	$62M	+9%	300k	208.27	View chart
JPMorgan Chase & Co. (JPM)	0.8	$62M	+9%	211k	294.17	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.7	$60M	+7%	689k	86.68	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$59M	-4%	1.5M	38.86	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.7	$58M	NEW	1.8M	32.72	View chart
Morgan Stanley Com New (MS)	0.7	$58M	+10%	350k	164.57	View chart
Goldman Sachs (GS)	0.7	$57M	+8%	67k	846.04	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$55M	-23%	626k	88.16	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	0.7	$55M	-9%	2.4M	23.23	View chart
Eli Lilly & Co. (LLY)	0.7	$55M	+7%	59k	919.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$51M	+5%	85k	597.48	View chart
Oracle Corporation (ORCL)	0.6	$49M	+25%	335k	147.11	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.6	$48M	+2%	36k	1320.61	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$48M	+11%	501k	94.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$48M	-2%	109k	436.79	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.6	$47M	+14%	1.4M	33.47	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$46M	-12%	452k	100.72	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.6	$45M	+12%	5.3M	8.49	View chart
Robinhood Mkts Com Cl A (HOOD)	0.6	$45M	+28%	646k	69.30	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.5	$44M	+38%	967k	45.81	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$44M	+10%	394k	110.39	View chart
Ishares Tr Select Us Reit (ICF)	0.5	$43M	+11%	701k	61.89	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.5	$43M	+14%	594k	72.08	View chart
Meta Platforms Cl A (META)	0.5	$43M	+6%	75k	572.27	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$42M	+3%	490k	84.84	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.5	$41M	+50%	785k	51.96	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.5	$39M	+8%	4.0M	9.69	View chart
Strategy Cl A New (MSTR)	0.5	$38M	+14%	305k	124.80	View chart
Raytheon Technologies Corp (RTX)	0.5	$38M	+53%	197k	192.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$37M	+328%	1.6M	22.91	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$37M	+13%	737k	50.04	View chart
Ssga Active Tr State Street Dou (STOT)	0.4	$35M	+33%	741k	47.13	View chart
Exxon Mobil Corporation (XOM)	0.4	$34M	+7%	197k	169.66	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSB)	0.4	$33M	-10%	1.4M	24.33	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$32M	+21%	200k	161.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$32M	-4%	100k	320.81	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$32M	+13%	256k	125.46	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.4	$32M	+10%	637k	49.38	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$31M	-45%	460k	68.14	View chart
Southern Company (SO)	0.4	$29M	+18%	304k	96.52	View chart
Cheniere Energy Com New (LNG)	0.4	$29M	+9%	100k	283.76	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.3	$27M		592k	46.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$27M	+12%	399k	68.28	View chart
Altria (MO)	0.3	$27M	+3%	408k	65.99	View chart
Visa Com Cl A (V)	0.3	$27M	+4%	89k	302.24	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$27M	+21%	448k	59.55	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$27M	+27%	694k	38.42	View chart
Doubleline Etf Trust Commodity Strate (DCMT)	0.3	$27M	+10%	799k	33.33	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$27M	+5%	560k	47.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$26M	+15%	319k	82.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$26M	+135%	235k	111.36	View chart
Williams Companies (WMB)	0.3	$25M	+11%	349k	72.78	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$25M	+23%	156k	158.58	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$24M	+12%	687k	35.53	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$24M	+12%	221k	108.98	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$23M	+9%	354k	64.35	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.3	$23M	+28%	732k	30.85	View chart
Mastercard Incorporated Cl A (MA)	0.3	$22M	+10%	45k	499.75	View chart
Verizon Communications (VZ)	0.3	$22M	+13%	437k	50.20	View chart
Vanguard Wellington Us Minimum (VFMV)	0.3	$22M	+9%	163k	133.23	View chart
Vale S A Sponsored Ads (VALE)	0.3	$22M	+7%	1.4M	15.91	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$22M	+11%	144k	149.21	View chart
Doubleline Etf Trust Multi Sector Inc (DMX)	0.3	$21M	+70%	427k	50.08	View chart
Philip Morris International (PM)	0.3	$21M	+6%	129k	165.32	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$21M	-49%	406k	51.93	View chart
salesforce (CRM)	0.3	$21M	+16%	112k	186.67	View chart
At&t (T)	0.2	$20M	+14%	686k	28.99	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$20M	+11%	337k	58.54	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$19M	+15%	251k	77.38	View chart
International Business Machines (IBM)	0.2	$19M	+13%	78k	242.40	View chart
Broadcom (AVGO)	0.2	$19M	+7%	61k	309.45	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$18M	+42%	300k	61.26	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.2	$18M	NEW	282k	65.12	View chart
Doubleline Etf Trust Fortune 500 Equa (DFVE)	0.2	$18M	+26%	564k	32.47	View chart
Palo Alto Networks (PANW)	0.2	$18M	+16%	113k	160.32	View chart
Tesla Motors (TSLA)	0.2	$18M	+9%	48k	371.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$18M		37k	479.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$18M		218k	80.59	View chart
Public Service Enterprise (PEG)	0.2	$17M	+17%	214k	80.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$17M	+26%	148k	114.99	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$17M	+662%	152k	110.47	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$17M	+10%	315k	53.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$17M	+115%	496k	33.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$17M	+17%	568k	29.13	View chart
Bhp Billiton Sponsored Ads (BHP)	0.2	$16M	+8%	226k	72.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$16M	+178%	172k	95.44	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$16M	+79%	162k	100.66	View chart
Sempra Energy (SRE)	0.2	$16M	+12%	167k	97.17	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$16M	+8%	353k	45.89	View chart
Procter & Gamble Company (PG)	0.2	$16M	+9%	110k	144.43	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$16M	+2%	468k	33.74	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$16M	-2%	176k	88.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$15M	+7%	22k	697.71	View chart
Gilead Sciences (GILD)	0.2	$15M	+10%	109k	139.37	View chart
Amgen (AMGN)	0.2	$15M		43k	351.87	View chart
Emerson Electric (EMR)	0.2	$15M	+15%	112k	131.02	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$15M	+5%	268k	53.87	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$14M	+13%	31k	463.20	View chart
Wal-Mart Stores (WMT)	0.2	$14M	+11%	115k	124.31	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$14M	NEW	260k	54.80	View chart
Abbvie (ABBV)	0.2	$14M	+46%	65k	217.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$14M	-11%	60k	237.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$14M	+7%	38k	367.44	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$14M	+164%	104k	132.90	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$14M	+649%	123k	110.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$14M	-5%	329k	40.86	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$13M		340k	39.48	View chart
Costco Wholesale Corporation (COST)	0.2	$13M		14k	996.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$13M	+11%	163k	82.57	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$13M	+21%	286k	45.65	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$13M	NEW	258k	49.93	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.2	$13M	+7%	162k	79.12	View chart
Palantir Technologies Cl A (PLTR)	0.2	$13M	+12%	87k	146.28	View chart
Figma Class A Com Stk (FIG)	0.2	$13M	+27%	597k	21.14	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$12M	+4%	199k	62.30	View chart
Chevron Corporation (CVX)	0.2	$12M	+8%	59k	206.90	View chart
Ssga Active Tr State Street Dou (EMTL)	0.2	$12M	+38%	285k	42.56	View chart
Lam Research Corp Com New (LRCX)	0.1	$12M	+2%	57k	213.66	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$12M	-2%	239k	49.81	View chart
Global X Fds Global X Uranium (URA)	0.1	$12M	+182%	243k	48.43	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$12M	+9%	294k	39.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$12M	+9%	34k	337.95	View chart
Valero Energy Corporation (VLO)	0.1	$12M	+7%	47k	247.09	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$11M	+733%	231k	49.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$11M	+18%	122k	87.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$10M		306k	33.97	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$10M	+11%	298k	34.55	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$10M	-5%	504k	20.41	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$10M	+17%	119k	86.36	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.1	$9.9M	+8%	1.1M	9.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$9.9M	+5%	196k	50.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$9.8M	+46%	40k	248.00	View chart
Ea Series Trust Strive 1000 Div (STXD)	0.1	$9.8M	+1367%	276k	35.50	View chart
Enterprise Products Partners (EPD)	0.1	$9.8M	-10%	259k	37.84	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$9.1M	-32%	119k	76.54	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$8.8M	+45%	377k	23.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$8.8M	+2%	125k	70.18	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$8.6M	-12%	142k	60.43	View chart
Vanguard World Energy Etf (VDE)	0.1	$8.4M	+12%	49k	173.02	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$8.4M	-43%	76k	111.18	View chart
D-wave Quantum (QBTS)	0.1	$8.0M	+18%	556k	14.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$7.9M	+19%	27k	286.81	View chart
Cloudflare Cl A Com (NET)	0.1	$7.6M	+15%	37k	206.34	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$7.6M	+15%	75k	101.79	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$7.6M	+24%	85k	89.00	View chart
Home Depot (HD)	0.1	$7.4M	-6%	22k	328.82	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$7.3M	+18%	76k	96.70	View chart
Oklo Com Cl A (OKLO)	0.1	$7.2M	+53%	146k	49.59	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$7.0M	+103%	58k	120.04	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.1	$7.0M	NEW	166k	41.97	View chart
McDonald's Corporation (MCD)	0.1	$7.0M	-15%	22k	310.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$6.9M	+3%	35k	196.20	View chart
Doubleline Etf Trust Asset Backed Sec (DABS)	0.1	$6.9M	+32%	136k	50.79	View chart
Spdr Series Trust State Street Spd (SPBO)	0.1	$6.8M	+36%	236k	29.03	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$6.8M		129k	52.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$6.8M	+9%	35k	191.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.8M	+5%	48k	142.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.8M	-6%	46k	148.09	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$6.7M	+29%	228k	29.18	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$6.6M	+21%	264k	24.91	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$6.6M	+7%	71k	92.69	View chart
Direxion Shares Etf Trust Direxion Hcm (HCMT)	0.1	$6.5M	-4%	184k	35.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$6.4M		101k	64.08	View chart
Johnson & Johnson (JNJ)	0.1	$6.4M	+4%	26k	244.44	View chart
Vanguard World Utilities Etf (VPU)	0.1	$6.4M	-36%	32k	198.14	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$6.3M	+2%	112k	56.58	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$6.3M	+414%	63k	99.44	View chart
American Express Company (AXP)	0.1	$6.3M	+4%	21k	302.48	View chart
Spdr Series Trust State Street Spd (XTL)	0.1	$6.2M	NEW	33k	188.06	View chart
Rocket Lab Corp (RKLB)	0.1	$6.2M	+6%	97k	64.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.2M	-10%	10k	604.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.1M	+25%	66k	92.74	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$6.1M		157k	38.84	View chart
Iren Ordinary Shares (IREN)	0.1	$6.1M	+16%	177k	34.28	View chart
Ares Capital Corporation (ARCC)	0.1	$6.0M	-3%	336k	18.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$6.0M	+24%	107k	56.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$5.9M	-47%	229k	25.64	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.8M		55k	106.15	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$5.8M	+2%	178k	32.46	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.1	$5.7M	NEW	170k	33.36	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$5.5M		101k	54.65	View chart
Caterpillar (CAT)	0.1	$5.4M	-2%	7.7k	707.84	View chart
Coinbase Global Com Cl A (COIN)	0.1	$5.4M	+20%	31k	174.61	View chart
Advanced Micro Devices (AMD)	0.1	$5.3M	+29%	26k	203.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$5.3M	+229%	115k	45.62	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.1	$5.2M	NEW	142k	36.47	View chart
Paypal Holdings (PYPL)	0.1	$5.1M	+1486%	114k	45.23	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$5.1M	-13%	60k	85.61	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$5.1M	-12%	250k	20.36	View chart
Enbridge (ENB)	0.1	$5.1M	+16%	94k	54.14	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$5.0M	-13%	222k	22.55	View chart
UnitedHealth (UNH)	0.1	$5.0M	-2%	19k	270.59	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$5.0M	-11%	108k	46.60	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$5.0M	-12%	217k	23.06	View chart
Coca-Cola Company (KO)	0.1	$5.0M	+26%	66k	76.05	View chart
Ishares Tr Mortge Rel Etf (REM)	0.1	$4.9M	-13%	228k	21.47	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$4.9M	-10%	434k	11.24	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$4.8M	+35%	34k	142.19	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$4.8M	+4%	81k	59.03	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$4.8M	+94%	78k	61.32	View chart
Vanguard World Industrial Etf (VIS)	0.1	$4.7M	+2%	15k	312.21	View chart
Freeport Mcmoran CL B (FCX)	0.1	$4.7M	+152%	80k	58.78	View chart
DNP Select Income Fund (DNP)	0.1	$4.7M		454k	10.30	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$4.7M	+14%	155k	30.07	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.1	$4.6M		93k	49.59	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.6M	+46%	50k	92.76	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$4.6M	-11%	380k	12.16	View chart
Marriott Intl Cl A (MAR)	0.1	$4.6M		14k	327.07	View chart
Vanguard World Materials Etf (VAW)	0.1	$4.6M	+5%	20k	225.34	View chart
Micron Technology (MU)	0.1	$4.5M	+19%	13k	337.85	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$4.5M	+40%	47k	95.41	View chart
Vanguard World Financials Etf (VFH)	0.1	$4.5M	+7%	37k	120.81	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$4.5M	+28%	70k	63.91	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$4.4M	+5%	191k	23.18	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.4M	+20%	11k	398.04	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$4.4M	-7%	91k	47.88	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$4.3M	+10%	44k	97.91	View chart
Pepsi (PEP)	0.1	$4.3M	-17%	28k	155.29	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$4.3M	-23%	29k	146.61	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.2M	+199%	70k	59.78	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$4.2M	+191%	66k	63.15	View chart

Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

Foundations Investment Advisors 2026 Q1 filed May 11, 2026
Foundations Investment Advisors 2025 Q4 filed Feb. 10, 2026
Foundations Investment Advisors 2025 Q3 filed Nov. 3, 2025
Foundations Investment Advisors 2025 Q2 filed Aug. 8, 2025
Foundations Investment Advisors 2025 Q1 filed May 7, 2025
Foundations Investment Advisors 2024 Q4 filed Jan. 22, 2025
Foundations Investment Advisors 2024 Q3 filed Oct. 21, 2024
Foundations Investment Advisors 2024 Q2 filed Aug. 2, 2024
Foundations Investment Advisors 2024 Q1 filed May 13, 2024
Foundations Investment Advisors 2023 Q4 filed Feb. 8, 2024
Foundations Investment Advisors 2023 Q3 filed Oct. 5, 2023
Foundations Investment Advisors 2023 Q2 filed July 19, 2023
Foundations Investment Advisors 2023 Q1 filed April 25, 2023
Foundations Investment Advisors 2022 Q4 filed Jan. 11, 2023
Foundations Investment Advisors 2022 Q3 filed Oct. 19, 2022
Foundations Investment Advisors 2022 Q2 filed July 8, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z